Perigon Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Perigon Wealth Management, LLC
- $3.67 Billion
- Q3 2024
A detailed history of Perigon Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 136,016 shares of AVES stock, worth $6.4 Million. This represents 0.19% of its overall portfolio holdings.
Number of Shares
136,016
Previous 126,309
7.69%
Holding current value
$6.4 Million
Previous $6.16 Million
15.17%
% of portfolio
0.19%
Previous 0.18%
Shares
3 transactions
Others Institutions Holding AVES
# of Institutions
112Shares Held
6.62MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC774KShares$36.4 Million1.71% of portfolio
-
Empowered Funds, LLC719KShares$33.8 Million0.61% of portfolio
-
American Century Companies Inc Kansas City, MO656KShares$30.9 Million0.02% of portfolio
-
Armbruster Capital Management, Inc.303KShares$14.3 Million3.16% of portfolio
-
Pathstone Family Office, LLC Englewood, NJ264KShares$12.4 Million0.07% of portfolio